Midwest Financial Network, LLC
CIK 2137280 · Holdings on Jun 30, 2025 · First reported Jun 4, 2026
Top ten holdings
Q2 2025- VOOV5.06%
- VOO4.72%
- CGCP4.61%
- LGOV4.24%
- PJUL3.95%
- BND3.78%
- GJAN3.55%
- GOCT3.53%
- CGMS3.51%
- GAPR3.49%
Share classes counted separately40.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GAPRWeight decreased · -0.38 pp3.87% → 3.49%Shares -11.23K (-10.90%)
- TDIVWeight increased · +0.36 pp2.29% → 2.65%Shares -1.43K (-4.59%)
- VOOWeight increased · +0.34 pp4.38% → 4.72%Shares -174 (-2.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVVANGUARD S&P 500 VALUE ETF500 VAL IDX FD View history and evidence | $5.09M | 5.06% | 26.99K shares | 5.13% → 5.06%-0.07 pp -866 (-3.11%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.75M | 4.72% | 8.37K shares | 4.38% → 4.72%+0.34 pp -174 (-2.04%) | Reduced | ↗▾ |
| 03 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $4.65M | 4.61% | 206.51K shares | 4.66% → 4.61%-0.05 pp -1.30K (-0.63%) | Reduced | ↗▾ |
| 04 | LGOVFIRST TR LONG DURATION O-ETFLNG DUR OPRTUN View history and evidence | $4.27M | 4.24% | 199.30K shares | 4.32% → 4.24%-0.08 pp -1.78K (-0.89%) | Reduced | ↗▾ |
| 05 | PJULINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $3.98M | 3.95% | 90.71K shares | 4.06% → 3.95%-0.11 pp -10.49K (-10.37%) | Reduced | ↗▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $3.81M | 3.78% | 51.78K shares | 3.83% → 3.78%-0.05 pp -361 (-0.69%) | Reduced | ↗▾ |
| 07 | GJANFT VEST US EQUITY MODERATE BFT VEST US EQT View history and evidence | $3.57M | 3.55% | 89.41K shares | 3.78% → 3.55%-0.23 pp -10.95K (-10.91%) | Reduced | ↗▾ |
| 08 | GOCTFT VEST US EQUITY MODERATE BFT VEST U.S EQT View history and evidence | $3.56M | 3.53% | 97.41K shares | 3.75% → 3.53%-0.22 pp -11.91K (-10.90%) | Reduced | ↗▾ |
| 09 | CGMSCAP GROUP US MULTI-SECT BONDUS MULTI-SECTOR View history and evidence | $3.54M | 3.51% | 128.03K shares | 3.52% → 3.51%-0.01 pp -1.02K (-0.79%) | Reduced | ↗▾ |
| 10 | GAPRFT VEST US EQUITY MODERATE BFT VEST US EQT View history and evidence | $3.52M | 3.49% | 91.79K shares | 3.87% → 3.49%-0.38 pp -11.23K (-10.90%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JNK SS SPDR BB HIGH YIELD BOND | Non-derivative | -3,512 | -$334.67K | SEC filing ↗ | SEC filing ↗ |
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -3,537 | -$324.49K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2137280 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jun 4, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100770244
}Research all 59 reported holdings.
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